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Study of the performance of unlisted financial asset funds marketed to retail clients
Study of the performance of unlisted financial asset funds marketed to retail clients
The AMF has published a study on the performance of unlisted financial asset funds, including private equity and private debt funds, marketed to retail clients. This study presents an overview of French unlisted financial asset funds aimed at retail clients, detailing their historical performance and analysing various quantitative indicators. This is the first study carried out on the French market with such historical depth and this scope. It encompasses all legal categories of unlisted asset funds, with the exception of real estate funds, and provides an analysis of the performance of both live and liquidated funds up to the end of 2023.
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